LPL Financial LLC

Position in PLMR — Palomar Holdings, Inc.

CIK 1403438 FORT MILL, SC

Position in PLMR

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,411,268

+$1,010,728 QoQ

Shares Held

19,078

+62.8% QoQ

Ownership

0.072%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#95

of 342 holders

Holding Since

Jun 2020

15 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

LPL Financial LLC holds $678,099,563 across 34 Insurance - Property & Casualty names. PLMR ranks #17 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	576,647	$196,486,698
2	TRV	Travelers Companies, Inc.	409,993	$135,346,889
3	PGR	Progressive Corp/Oh/	444,022	$96,996,605
4	ALL	Allstate Corp	374,144	$89,023,823
5	CINF	Cincinnati Financial Corp	150,719	$27,904,115
6	ORI	Old Republic International Corp	426,745	$17,462,405
7	MKL	Markel Group Inc.	8,779	$17,145,474
8	WRB	Berkley W R Corp	231,781	$16,347,513

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,411,268	19,078	+62.8%	Shares	Sole	2026-08-07
2026-03-31	$1,400,540	11,720	+22.1%	Shares	Sole	2026-05-06
2025-12-31	$1,293,156	9,596	-20.0%	Shares	Sole	2026-02-11
2025-09-30	$1,400,883	11,999	-46.1%	Shares	Sole	2025-11-12
2025-06-30	$3,432,371	22,252	+379.6%	Shares	Sole	2025-08-12
2025-03-31	$636,051	4,640	+50.6%	Shares	Sole	2025-05-07
2024-12-31	$325,428	3,082	+6.7%	Shares	Sole	2025-02-11
2024-09-30	$273,406	2,888	-64.0%	Shares	Sole	2024-11-08
2024-03-31	$672,735	8,025	-16.1%	Shares	Sole	2024-05-10
2021-09-30	$772,815	9,561	+24.4%	Shares	Sole	2021-11-15
2021-06-30	$579,759	7,683	+76.3%	Shares	Sole	2021-08-13
2021-03-31	$292,227	4,359	-14.8%	Shares	Sole	2021-05-14
2020-12-31	$454,416	5,115	-57.4%	Shares	Sole	2021-02-12
2020-09-30	$1,250,254	11,994	+10.3%	Shares	Sole	2020-11-09
2020-06-30	$932,382	10,872	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.